Use Virtual Terminal to process in-person, mail or over the phone donations. Give all of your donors the same experience and donor portal while centralizing your data and benefiting from recurring retention.
- Enabling Virtual Terminal
- Processing Donations with Virtual Terminal
- Reviewing Donations made via Virtual Terminal
Enabling Virtual Terminal
Here's how to enable Virtual Terminal it:
Navigate to Settings > Virtual Terminal , or click here
Team Administrators and Support Specialists can process donations in Virtual Terminal.
Processing Donations with Virtual Terminal
Once Virtual Terminal is enabled: Navigate from your dashboard to Donations. You will see a Virtual Terminal button on the right to start accepting in-person or over the phone donations.
Shortcut: Press the "T" key to open Virtual Terminal
Using Virtual Terminal
The first step is to choose a Campaign to associate this donation with. The options that are available on that campaign, will also be available in the Virtual Terminal.
Virtual Terminal will autofill information of preexisting donors of your organization:
Note: It is possible to add donations without an email address. However, this must be supported by your integrations with any other systems if the data is to flow properly.
Donor Receipt Email in Virtual Terminal
Preexisting donors: By default, the donor will receive the receipt email for the selected campaign. A PDF receipt will be attached to the email. You also have the option to turn off email receipts.
New donors: No donation receipt email will be sent. To send a donation receipt email to the donor, you must include the donor’s email address.
Offline campaign: you may create a campaign fully dedicated to donations in-person or over the phone. No donation receipt email will be sent because the receipt email is turned off for the selected campaign.
Reviewing Donations made via Virtual Terminal
When you're on a Donation, if it was processed via Virtual Terminal, you will see a field labeled Processed By in the header area. There, you'll see the user that used Virtual Terminal to generate this gift on the donor's behalf!